CNGR(SZ:300919) Ge Long Hui·2025-11-18 09:28Core Insights - The company is strategically positioning itself in nickel-based, sodium-based, and phosphorus-based materials, aiming to enhance its penetration in the energy storage sector [1] - Sodium-ion batteries are highlighted as an ideal choice for various energy storage scenarios due to their abundant resources, low cost, high safety, and strong low-temperature performance [1] - The company has secured orders for sodium batteries at a thousand-ton level and has commenced shipments [1] - The global energy storage market is primarily dominated by lithium iron phosphate batteries, and the company's phosphorus-based materials have achieved rapid mass production of the 3rd and 4th generation lithium iron phosphate batteries, with high-density performance reaching industry-leading levels [1]